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Why a Trust May Be Smarter Than a Will for Your Family’s Future

October 2, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Discover when a trust beats a will for estate planning. Learn how trusts provide privacy, avoid probate, and offer better control over asset distribution—even if you're not ultra-wealthy.
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Image for The Legacy Planning Checklist: 7 Documents You Can’t Ignore

The Legacy Planning Checklist: 7 Documents You Can’t Ignore

September 11, 2025 | Mitchell J. Thompson CFP®, CDFA®, ChSNC®, AEP®

Discover the 7 essential documents every complete legacy plan needs beyond just a will. Learn how proper legacy planning protects your family, preserves your wishes, and provides peace of mind at every stage of life.
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